SSUIX Mutual Fund
SSUIX Mutual Fund
NAV$13.81
AUM$382,985.04
TER1.03%
Holdings102
See how much of SSUIX you already own
SSUIX Mutual Fund
NAV$13.81
Guggenheim Small Cap Value Fund Institutional Class
AUM$382,985.04
TER1.03%
Holdings102
See how much of SSUIX you already own
SSUIX Mutual Fund Overlap Analysis
SSUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, SSUIX may share significant positions with broad-market funds.
SSUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSUIX tax-loss harvesting finds highly correlated but non-identical funds.